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Note created by Workflow is not notifying the Assigned User

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  • Note created by Workflow is not notifying the Assigned User

    I have a Workflow which creates a Note on Lead, but the Assigned User does NOT get notified on EspoCRM about the new post.

    Workflow Target: Lead
    Action: Create Record
    Entity: Note
    Fields:
    Code:
    type = 'Post';
    parentType = 'Lead';
    parentId = targetEntity\attribute('id');
    $question = 'Any news?';
    post = string\concatenate('@', targetEntity\attribute('assignedUser.userName'), ' ', $question);
    EspoCRM Version: 5.8.3

    Expected Behavior: Assigned user of the Lead gets a new notification on EspoCRM.
    Actual Behavior: Assigned User of the Lead does NOT get a notification.

    is this by design or a bug?

  • #2
    Hi shef,
    I have tested your way and it works well (both in-app notification and email notification). Does your user has permission to view Stream in Leads?

    Comment


    • #3
      Okay, false positive, looks like it's working again and it might have been related to scheduled jobs failing to execute.

      Comment

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